Last Week in Event SPACE: Kerry Logistics, Sanken Electric, Vocus Comms, Toa Oil, ThaiBev, Sharp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
Elderly Care TOB Valuations – The Moderate Growth Names
We examine the fairness of pricing for TOBs on Unimat Retirement Community and Tsukui Holdings, comparing them to peers in the space.
Tsukui Holdings (2398) - Another CHEAP Japan Nursing Care Take-Private Deal
Tsukui Hldgs is another cheap-ish nursing care take-private. These cases are where opportunistic PE Funds buy from catalyst-driven sellers. It's...
MBO for Unimat (9707 JP): Deserves a Bump!
Another Japanese nursing care Takeover at the wrong price. Large shareholders have a big stake so it will be difficult to block, but not...
🇯🇵 JAPAN • Who's Swimming Naked? > Part 1: Audit Score
“You only find out who is swimming naked when the tide goes out. “- Warren BuffettWHO'S SWIMMING NAKED? - This is the first part of three Insights...
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